| Metric | Q3 2026 | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 |
|---|---|---|---|---|---|
| Revenue | 18.7B +3.7% | 18.0B -3.7% | 18.7B +6.5% | 17.6B -0.7% | 17.7B |
| Cost of Revenue | 12.6B -0.0% | 12.6B +0.3% | 12.5B +4.7% | 12.0B +0.7% | 11.9B |
| Gross Profit | 6.1B +12.4% | 5.5B -11.9% | 6.2B +10.4% | 5.6B -3.7% | 5.8B |
| Operating Expenses | 3.0B -0.2% | 3.0B -10.8% | 3.3B -6.7% | 3.6B +25.2% | 2.8B |
| R&D | — | — | — | — | — |
| SG&A | 3.0B -0.2% | 3.0B -1.7% | 3.0B +2.4% | 2.9B +3.6% | 2.8B |
| Operating Income | 3.2B +27.3% | 2.5B -13.2% | 2.9B +40.2% | 2.0B -31.3% | 3.0B |
| EBITDA | 3.8B +22.1% | 3.1B -18.2% | 3.8B +9.9% | 3.4B -3.6% | 3.6B |
| Net Income | 2.4B +28.4% | 1.9B -17.1% | 2.2B +54.6% | 1.4B -35.4% | 2.2B |
| EPS (Basic) | $3.82 +29.1% | $2.96 -17.1% | $3.57 +57.3% | $2.27 -35.5% | $3.52 |
| EPS (Diluted) | $3.80 +29.7% | $2.93 -17.2% | $3.54 +58.0% | $2.24 -35.8% | $3.49 |
| Shares (Diluted) | 615.6M -1.1% | 622.6M -0.5% | 626.0M -0.7% | 630.4M -0.0% | 630.5M |